API ReferenceIntegrationsKnowledge Base

Route Dashboard

Using Razorpay Dashboard, you can add and manage linked accounts, transfer funds to them and initiate reversals in case of refunds to customers.

To access Route:

  1. Log into Razorpay Dashboard.
  2. Click Route from the left pane.

You can perform the following actions using Route:

Add and Manage Linked Accounts#

From the Dashboard, create a linked account and provide the bank account details:

  1. Click Accounts tab, and then click + Add Account.

  2. Enter Account Name and Account Email.

  3. If you want to enable the Dashboard access for the linked account, turn on the toggle bar.

  4. Click Add.

In the KYC Form, enter Business Details and Bank Account Details, and then click Submit Form.


Grant Dashboard Access for Linked Accounts#

You can grant dashboard access, enable refunds capability and refund credits for the linked accounts.

Grant Dashboard Access#

You can grant Dashboard access to your linked accounts. After the access is granted, the recipient linked account is notified of this action through a mail (sent to the email address used for onboarding), along with a password reset option.

You can provide Dashboard access while adding a new account.

If you want to provide access to the dashboard for an existing account:

  1. Navigate to the Accounts tab.
  2. Turn on the Dashboard Access toggle against the relevant account.

For more details, refer to the Linked Account Dashboard documentation.

Enable Refunds Capability#

Due to government regulations, in certain cases, linked accounts have to directly process refunds to customers.

You can enable refunds capability while adding a new account.

If you want to enable refunds capability for an existing account:

  1. Navigate to the Accounts tab.
  2. Turn on the Enable Refunds toggle against the relevant account.

Enable Refund Credits#

By default, refunds are processed using the linked account’s unsettled balance. However, Razorpay Route provides the option to use a Refund Credits pool to process these transactions, instead of the existing unsettled balance.

Upon gaining access, funds can be transferred to the Refunds Credits pool through a specific account number shared by you. Enable Refund Credits for a linked account by sending an email to your Razorpay account manager with these details:

  • Linked account name
  • Email ID
  • Balance type (Refund Credit)

Export Account Information#

You can export account information in .csv format for your business needs. Click Export All (CSV) to initiate the download.

Initiate a Transfer from a Payment#

The payments received from customers appear in the Transactions tab. To view these in detail, click the relevant Payment ID. After the payment is captured, you can initiate the transfer to the linked account:

  1. Under the Payments tab, click the relevant Payment ID.
  2. In the Payment details pane,
    1. Select the linked account to transfer to from the drop-down list.
    2. Enter the billing amount. It can be a full or partial transfer.
    3. Select the Settlement Schedule option
      1. Settle Now - Use this to settle in the next available settlement slot. If your schedule is T+3, the transfer will happen accordingly.
      2. Schedule Settlement On - Select this to schedule the transfer to a later date using the calendar.
      3. Put on Hold - Use this to defer the transfer until specified otherwise.
  3. Add internal notes relevant to the transfer if any. You can choose to share the note with your linked account.
  4. Click Create Transfer.

The transaction is available in the Route section under the Payments and Transfers tabs. From here, you can initiate transfers and reversals for linked accounts.

Issue a Refund#

To issue a refund to the customer:

  1. Under the Payments tab, click the relevant Payment ID.
  2. In the Payment details pane, click Issue Refund.
    1. For a full refund, enter the total transaction amount. Enter comments if required, and then click Issue Full Refund.
    2. For a partial refund, enter the amount. Enter comments if required, and then click Issue Partial Refund.
  3. The refund transfer takes place from your primary account. Hence, you must create a corresponding reversal for the linked account. This can be done manually, or you may use the Reverse all Route Transfers as well option for automatic reversal.
  4. In the dialog box that appears, confirm refund by clicking Yes, Refund.

Create a Reversal#

To move funds back from the linked account to your account, follow the below steps:

  1. Under the Transfers tab, click the relevant Transfer ID.
  2. In the Transfers details pane, click Create Reversal.
    1. For a full reversal, enter the total transfer amount. Add internal notes and share it with linked account if required. Click Create Full Reversal.
    2. You can also make a partial reversal. Enter the amount, add notes if required and click Issue Partial Refund.
  3. In the dialog box that appears, confirm reversal by clicking Yes, Reverse.

You can view the reversal in the Reversals tab.

View Transfers and Reversals Reports#

You can view the transfers made to and reversals initiated from linked accounts in the Transfers and Reversals reports available in Dashboard > Reports.

Transfers Report#

To view the Transfers report:

  1. Under the Transfers tab, select the Period - Daily or Monthly and choose the date or month.
  2. Select the file format - You can choose CSV, XLSX or XLS formats.
  3. Click Download Report or get it emailed to your registered email address by clicking Email Report.

This report is displayed as shown below:

Reversals Report#

To view the Reversals report:

  1. Under the Reversals tab, select the Period - Daily or Monthly and choose the date or month.
  2. Select the file format - You can choose CSV, XLSX or XLS formats.
  3. Click Download Report or get it emailed to your registered email address by clicking Email Report.

This report is displayed as shown below:


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